Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Becker is a financial professional with over 10 years of experience in the industry. Jacob is currently registered with Charles Schwab & Co., Inc. in Texas and Wisconsin. Jacob has also been registered with Scottrade, Inc. in Wisconsin. Jacob holds the Series 63, Series 66, Series 7 and SIE exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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WI
11/20/2017 - Present
Charles Schwab & CO., Inc. (Mequon WI)
WI
08/08/2013 - 11/30/2017
SCOTTRADE, INC. (MEQUON WI)
BOTH
Issued 01/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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